How to Utilize the ‘What’s New’ Button for Calendar Feature Updates

Calendar, Calendar Settings No Comments

Benefits of the ‘What’s New’ Button

The introduction of the ‘What’s New’ button in our CRM’s Calendars brings several key benefits to users:

  • Effortless Discovery: With this feature, staying informed about the latest updates is seamless. It ensures that you’re always in the loop, without the need to manually search for new features.
  • Quick Access: Beyond just discovering new features, the ‘What’s New’ button allows for immediate activation or further exploration through Help Docs. This ensures you can quickly integrate these updates into your workflow.
  • Tailored User Experience: Recognizing that not every feature fits every business, this button also offers the option to opt-out of specific updates, allowing for a more customized CRM experience.

Step-by-Step Guide to Using the ‘What’s New’ Button

To make the most out of this feature, follow these simple steps:

Navigate to Calendars: From the left navigation menu of the CRM, select the Calendars tab and proceed to Calendars. Here, you’ll find the “Calendar Updates” option in the top right corner.Image

Explore Updates: Click on “Calendar Updates” to view all the recent enhancements related to calendars. This section is your hub for all things new and improved.Image

Activate Features: Upon finding an update of interest, click on it and then select the “Get Started” button. This action either activates the feature or directs you to relevant Help Docs for a deeper understanding.Image

Customize Your Experience: If you prefer not to see the “Calendar Updates” widget in the future, simply click on “Don’t Show This Again”. This allows you to tailor the CRM experience to your preferences.Image

Maximizing Your CRM Experience

The ‘What’s New’ button in Calendars is more than just a feature; it’s a tool for ensuring your CRM experience is always cutting-edge, customized, and conducive to your business’s growth. By staying updated and selectively integrating new features, you position your operations to benefit from continuous innovation.

Troubleshooting and FAQs

  • What if the ‘What’s New’ button doesn’t appear? Ensure you’re using the latest version of the CRM. If the issue persists, contact support for assistance.
  • Can I reactivate the ‘Calendar Updates’ widget after opting out? Yes, you can reactivate it through your account settings or by reaching out to support for guidance.